Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,859 institutions that hold shares in the stock, with a total of 4.95 Billion shares, which have been reported (via 13F filing form) to have a value of $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
2,233
shares
|
$935,515
0.76% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
2,224
shares
|
$931,744
0.26% of portfolio
|
Q3 2024
Added 22.74%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,223
shares
|
$931,325
0.3% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,215
shares
|
$927,974
0.28% of portfolio
|
Q3 2024
Added 18.64%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
2,211
shares
|
$926,298
0.28% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Signify Wealth
|
Oct 29, 2024 Q3 2024 |
2,210
shares
|
$925,879
1.22% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
2,210
shares
|
$925,879
0.45% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,203
shares
|
$922,946
0.53% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,201
shares
|
$922,108
0.48% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
2,200
shares
|
$921,690
0.79% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,189
shares
|
$917,081
2.44% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
2,187
shares
|
$916,243
0.34% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
2,187
shares
|
$916,243
0.19% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
2,186
shares
|
$915,824
0.19% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
2,185
shares
|
$915,405
0.53% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,178
shares
|
$912,473
0.32% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
2,177
shares
|
$912,054
0.71% of portfolio
|
Q3 2024
Added 56.17%
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
2,174
shares
|
$910,797
0.63% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
2,173
shares
|
$910,378
0.3% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
2,172
shares
|
$909,959
0.71% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
2,164
shares
|
$906,607
0.3% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
2,163
shares
|
$906,188
0.05% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
2,161
shares
|
$905,350
0.48% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
2,160
shares
|
$904,932
0.37% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
2,158
shares
|
$904,094
0.34% of portfolio
|
Q3 2024
Added 50.49%
|